Your Investments: Exercise patience when choosing your holdings

Sean Kensie and David Coyne of Setanta Asset Management single out two good stocks to watch.

9th February, 2014

At this time of year, you're likely to see any number of market ''predictions for the year ahead. Setanta Asset Management does not believe we or indeed anyone can consistently make such big picture forecasts with accuracy. Instead, we think our efforts and results are better served by employing an active, long-term, fundamental approach. In particular, Setanta places considerable emphasis on partnering with shareholder-orientated management teams. Below, we profile two current holdings which fit this...

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